Andrew Blize is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Company, MML Investor Services, Park Avenue Securities, Guardian Life Insurance Company, Princor Financial Services Corporation, and Principal Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment models and technology tools.

Keith Piscitello is a CFP® professional with 18 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Lincoln Financial Advisors, Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he serves as secretary for the Mid Iowa Estate and Financial Planning Council and is a board member of the Alzheimer’s Association Iowa Chapter Professional Advisory Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement services through a network of independent financial professionals. The firm offers a range of portfolio management options and proprietary model strategies, with investment implementation tailored to client objectives across multiple custody platforms.

Matthew Probst is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Meredith Corporation and IBM. He has been with Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, providing clients with tailored financial plans.

Adelyn Carmody is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, she worked at RBC Capital Markets and has held roles outside finance, including positions at Caribou Coffee and Rover. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process and a range of advisory programs.

Christy Wetrich is a financial advisor with Morgan Stanley in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Jesse Burr is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade, Scottrade, and Principal Financial Services. Outside of his advisory career, he is involved in agricultural land rental and owns a partnership in WB Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Christina Lenze is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and previously worked at Principal Financial Group and Premier Credit Union. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Drew Miller is a financial advisor at Morgan Stanley with 9 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools.

Austin Bachman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Casey's General Store and Kum & Go. Outside of his work at Cetera, he also provides financial advisory services through Guide Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to accommodate diverse client needs.

Lindsey Hall is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. She has worked at several firms within the Cetera network since 2010 and has also been involved with Winestyles and Voya Financial Advisors. Outside of her advisory role, she teaches yoga and fitness classes as a group fitness coach. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options, managing over $256 billion in assets.

Scott Franklin is a financial advisor with Morgan Stanley in West Des Moines, IA, holding a Series 63 designation and having 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a range of services supported by structured planning tools and a disciplined investment process.

Kory Borcherding is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Summit Brokerage Services, Inc. and Girard Securities, Inc., and he has been affiliated with multiple Cetera entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Christopher Pedersen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in West Des Moines, IA. He has worked within Wells Fargo entities since 2016 and owns Pedersen Wealth Management, an independent financial planning practice based in Waukee, IA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients meeting certain net-worth criteria. The firm’s approach includes tailored recommendations supported by proprietary research and planning tools, with planning services that address diverse needs such as retirement, risk management, and business-owner transition planning.

Brooks Kehoe is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at RSM US LLP for six years and PwC for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing proprietary research, planning tools, and simulation models to develop tailored recommendations.

Meredith Herr is a financial advisor with Ameriprise in West Des Moines, Iowa, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she supports administrative and trade-related functions at The Fish20 Group, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Olson is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Olson holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with the option to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Curtis Malone is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., and CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad non-advisory financial services platform.

Sara Crandall is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup and BMO Asset Management, among other firms. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that uses firm-approved tools and modeling techniques to support client financial plans.

Aaron Hard is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, following four years at TIAA. Outside of his advisory role, he serves as a member of the Finance Committee at Ames First United Methodist Church. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized custody and brokerage services.

James Rose is a financial advisor with Wells Fargo Clearing in Ankeny, IA, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior work includes roles at Wells Fargo Bank, Nationwide, uBreakIfix, and Cellular Only. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.